First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
Texas Yale Capital Corp.CIK 0001332342 | 238,800 | $26.28M | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 233,910 | $25.74M | -8,459 | ↓ DEC |
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047 | 139,142 | $15.31M | +5,396 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 136,338 | $15.00M | -9,608 | ↓ DEC |
Equitable Holdings, Inc.CIK 0001333986 | 124,991 | $14.58M | -17,538 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 112,797 | $12.41M | +23,518 | ↑ INC |
Dorsey Wright & AssociatesCIK 0001376772 | 76,185 | $8.38M | +38,349 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 60,779 | $6.70M | +16,840 | ↑ INC |
GREAT VALLEY ADVISOR GROUP, INC.CIK 0001769897 | 39,957 | $4.40M | +35 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 36,162 | $3.98M | +1,987 | ↑ INC |
FIFTH THIRD BANCORPCIK 0000035527 | 31,687 | $3.49M | +31,587 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 29,122 | $3.20M | -7,329 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 14,130 | $1.55M | -14,657 | ↓ DEC |
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451 | 11,960 | $1.32M | -646 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 10,831 | $1.19M | +1,795 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 9,878 | $1.09M | +3,025 | ↑ INC |
OneAscent Financial Services LLCCIK 0001780985 | 9,092 | $1.00M | +1,786 | ↑ INC |
Prospera Financial Services IncCIK 0001541625 | 9,010 | $991.46K | +2,840 | ↑ INC |
PRINCIPAL SECURITIES, INC.CIK 0000012600 | 8,343 | $918.06K | -2,432 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 8,311 | $914.63K | -111 | ↓ DEC |
VestGen Advisors, LLCCIK 0002050130 | 7,778 | $890.87K | +7,778 | NEW |
VestGen Investment ManagementCIK 0001511739 | 7,228 | $795.37K | +555 | ↑ INC |
Gateway Wealth Partners, LLCCIK 0001966037 | 6,430 | $707.56K | +3,271 | ↑ INC |
AXXCESS WEALTH MANAGEMENT, LLCCIK 0001911056 | 6,068 | $667.72K | – | no_change |
Brown Miller Wealth Management, LLCCIK 0001840084 | 6,068 | $667.72K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Dorsey Wright & Associates↑ INC | +38,349 | $8.38M |
FIFTH THIRD BANCORP↑ INC | +31,587 | $3.49M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +23,518 | $12.41M |
AMERIPRISE FINANCIAL INC↑ INC | +16,840 | $6.70M |
VestGen Advisors, LLCNEW | +7,778 | $890.87K |
MANUFACTURERS LIFE INSURANCE COMPANY, THE↑ INC | +5,396 | $15.31M |
CIBC WORLD MARKET INC.NEW | +3,466 | $381.40K |
TWO SIGMA SECURITIES, LLCNEW | +3,356 | $369.29K |
Gateway Wealth Partners, LLC↑ INC | +3,271 | $707.56K |
HighTower Advisors, LLCNEW | +3,247 | $357.30K |
| Filer | Δ Shares | Value |
|---|---|---|
PINEBRIDGE INVESTMENTS LLC↓ DEC | -29,054 | $327.26K |
Equitable Holdings, Inc.↓ DEC | -17,538 | $14.58M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -14,657 | $1.55M |
OSAIC HOLDINGS, INC.↓ DEC | -9,608 | $15.00M |
WELLS FARGO & COMPANY/MN↓ DEC | -8,459 | $25.74M |
Cetera Investment Advisers↓ DEC | -7,329 | $3.20M |
Private Advisory Group LLC↓ DEC | -5,560 | $270.37K |
FLOW TRADERS U.S. LLC↓ DEC | -4,510 | $1.34K |
Focus Financial Network, Inc.↓ DEC | -4,202 | $428.64K |
Artesa Financial Group, LLC↓ DEC | -2,875 | $417.38K |